Best Financial Advisors in Orem

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SmartAdvisor by SmartAsset logo
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SmartAdvisor by SmartAsset

Orem, UT

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Yelp
4.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free consultation

Cambridge Financial Group logo
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Cambridge Financial Group

6440 South Wasatch Boulevard East Suite 150, Salt Lake City, UT 84121
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  • Estate Planning
  • Retirement Planning
  • Finance Planning
  • Financial Planning

Business Description

Cambridge Financial Group delivers financial solutions to individuals and families in Orem and the surrounding areas. The financial advisory firm provides retirement income planning, business planning, and insurance protection. It helps clients make informed decisions regarding their lifestyle, investment, and tax practices. Other services include life insurance, portfolio management, retirement distribution modeling, and business succession strategies. Founded in 2000, Cambridge Financial Group provides seminars on financial education. Associate partner, Darcy Johansen, is a Financial Services Specialist.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Facebook
5.0 / 5 (5)
Google
4.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
First Purpose Wealth logo
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First Purpose Wealth

462 East 800 North, Orem, UT 84097
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  • Certified Financial Planner (CFP)

Business Description

First Purpose Wealth offers a variety of services to help clients in Orem achieve their financial goals. It provides diversified investment services, guiding individuals in managing their wealth and advising them about their investment ventures. The firm's advisors customize financial plans, offering options and strategies for achieving retirement goals. In addition, they assist in trust management and wealth transition preparation, as well as in tax optimization. Its chief financial strategist, Timothy Whipple, is a CFP and a Certified Private Wealth Advisor who draws on multiple financial disciplines when counseling clients.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.2
Google
4.2 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Myers Financial Services logo
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Myers Financial Services

357 E 1200 S, Orem, UT 84058
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  • Certified Financial Planner (CFP)

Business Description

Myers Financial Services helps the residents of Orem obtain financial success. The firm serves healthcare professionals, retirees, women investors, and families through financial planning. The process involves analyzing a client’s stage of life, short- and long-term goals, and risk tolerance to present appropriate strategies. It also helps protect a client’s wealth through wealth management services. Branch manager, Mark E. Myers, has amassed over 21 years of experience. He is a Certified Financial Planner and Certified Divorce Financial Analyst.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Timpanogos Financial Advisors logo
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Timpanogos Financial Advisors

821 North 900 West Suite 304, Orem, UT 84057
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  • Certified Financial Planner (CFP)

Business Description

Timpanogos Financial Advisors is a firm serving Orem residents. It advises clients and assists them in developing plans to help them manage their finances and achieve their financial goals. It provides a range of services covering asset management, cash flow, debts, insurance plans, legacies, and taxes. It guides clients in handling their assets in the event of significant changes in their lives that might impact their finances, such as a divorce or the death of a loved one.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)
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Frequently Asked Questions

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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